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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $48,063 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,977 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,623 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,595 | $79,519+42.9% | $95,960+18.4% | $73,412+54.7% |
| Participation rate | 98.1% | 81.2%+16.9pp | 77.1%+21.0pp | 72.2%+25.9pp |
| Annual return | 15.05% | 19.20%-4.1pp | 91.63%-76.6pp | 59.30%-44.2pp |
| Employer contribution / active EE | $3,835 | $2,048+87.3% | $2,541+50.9% | $2,234+71.7% |
| Participant deferral / active EE | $6,028 | $4,138+45.7% | $4,167+44.7% | $3,806+58.4% |
| Admin fee / account holder | $158 | $184-14.4% | $6,797-97.7% | $1580% |